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Filter by name, location, or specialty. All data from public SEC filings.

Showing Financial Planning advisors in FL

855 advisers found

STRATEGIC ASSET PLANNING

Gainesville, FL

AUM

$41.2M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

8635213035

Full profileNo website

JAMES A. COLLEY, INC.

Lake Placid, FL

AUM

$31.9M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

863-465-6473

Full profileNo website

LVR RESEARCH, LLC

Delray Beach, FL

AUM

$23.9M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

561-871-8446

Full profileNo website

FINANCIAL PLANNING SERVICES, INC.

Fort Lauderdale, FL

AUM

$20.0M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

954-526-8339

Full profileNo website

KLEIN WEALTH MANAGEMENT, LLC

Saint Johns, FL

AUM

$16.8M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

26-50

Fees

Percentage of AUM; Hourly charges

904-910-1426

Full profileNo website

AURE INVESTMENTS

Tampa, FL

AUM

$14.0M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM

+15093120627

Full profileNo website

EXPAT FINANCIAL SOLUTIONS

Miami Beach, FL

AUM

$12.0M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +2 more

305-777-2240

Full profileNo website

HAYSLEY FINANCIAL SERVICES, INC.

Lake Mary, FL

AUM

$12.0M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

407-982-7000

Full profileNo website

SOL FINANCIAL

Miami, FL

AUM

$9.8M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

305-792-8377

Full profileNo website

GOALFOCUS FINANCIAL, LLC

Aventura, FL

AUM

$9.3M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

781-498-1268

Full profileNo website

DOBSON STREET LLC

Winter Park, FL

AUM

$8.5M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

2 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

(407) 765-5446

Full profileNo website

710 CONSULTING GROUP, LLC

Pembroke Pines, FL

AUM

$8.1M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +2 more

850-710-0916

Full profileNo website

PLAN AHEAD ADVISORS

West Palm Beach, FL

AUM

$7.1M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

561-686-2252

Full profileNo website

BROADEN WEALTH LLC

Fort Myers, FL

AUM

$6.0M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

239-219-1750

Full profileNo website

HERON EQUITY MANAGEMENT, LLC

Indialantic, FL

AUM

$5.1M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +3 more

321-728-1196

Full profileNo website

STONEWEALTH ADVISORS, LLC

Coral Gables, FL

AUM

$5.1M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +2 more

305.615.1458

Full profileNo website

JEAN PIERRE MASSE

Venice, FL

AUM

$4.5M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

704-201-1842

Full profileNo website
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